Physician's Wealth Manager
- These days, the menu of qualified retirement plans is vast, and it may be difficult to understand which plan makes the most sense for your unique set of circumstances. For doctors and other solo practitioners, the solo 401(k), also known as the individual 401(k), may be an appropriate option.
Thomas A. Orecchio, CFA, CFP, ChFC, CLU, AIF is principal and wealth manager at Modera Wealth Management in Westwood,NJ. From portfolio management and tax planning alternative investments and estate planning, Tom assists physicians through truly comprehensive wealth management. Mr. Orecchio can be reached at TomO@ModeraWealth.com.
Tom Orecchio examines the principles of wealth management and financial planning-from portfolio and tax management to alternative investments and estate planning-to help physicians achieve financial success.